LYLE & FORSYTH INVESTMENT MANAGERS

Overview

Lyle & Forsyth Investment Managers is a small, individual-owned advisory practice that has been SEC-registered since 1982 and operates as a sole proprietorship. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. Its client base is primarily individual and family households. The ADV indicates the firm is not an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives